The info below explains how to use the system with clients.
If you prefer to get a PDF version of the basic Instructions, use this link: Downloadable Instructions (.PDF)
2. Send Invitation
Invites are sent to clients via email
It’s easy to invite your clients. Just click the Invite new button (see below) then enter your client’s name and email. The client will get an invitation email with a link to use the system.
3. See Client’s Favorite Properties
Just Login again and see what they liked.
Once you clients have completed a shopping review, you will get an email notification. Just log back in to your back office.
Then, you’ll will find a new row in the list corresponding to your client’s review (the date and time of the review is shown).
Most of the time, you’ll probably just click the printer icon in that row to open a printable report with your client’s Save for Later list. This is a list of homes they clicked on to save. You can print the report and debrief with clients, setup showings, offers..etc., or whatever you deem are the best next steps in the sales process.